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InvestorPresentations Retail

DMart: Taking Inventory

Source: Investor Presentation of Avenue Supermarts Ltd

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Links

Linkfest: 12 October, 2026

Some stuff I am reading today morning:

Saudi airports under attack (CNN)

The IPO boom (BI)

Pantomath: Banker, Buyer and Seller (BW)

Flipkart ESOP tussle (MC)

India’s Space Startups (BT)

3 Gold Jewellery stocks (FE)

Stock Talk: Tega Industries (SOIC)

Notes from Bharat Connect Conference (Zen Nivesh)

China is importing record amounts of gold (CNBC)

Charlie Munger’s interview with Todd Combs (FS)

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Power

Kanohar: Short Circuit

Source: Investor Presentation of Kanohar Electricals Ltd

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Chart

Nifty 50 Earnings Expectation

Source: Economic Times

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Links

Linkfest: 07 October, 2026

Some stuff I am reading today morning:

US S&P 500 at record highs (CNBC)

RBI likely to hike rates (MC)

Jio Platforms IPO set to be India’s largest (Rediff)

Jio IPO arrives with a cake (BW)

5 Reasons why India’s stock market is sinking (BBC)

3 SME stocks riding the AI boom (FE)

Company: PI Industries (SOIC)

Mutual Fund AUM Rankings (CM)

What is driving rates higher? (Big Picture)

Building a second wave AI business (Seth Godin)